Interact to see
Advertisement
Advertisement
PLFIX vs VSMPX
PLFIX vs VSMPX Comparison
Open Charts PLFIX vs VSMPX
Principal Large Cap S&P 500 Index Inst
Price$31.27
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets9.66B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
PLFIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLFIX vs. VSMPX commentary
Aug 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLFIX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. PLFIX (9.66B). VSMPX pays higher dividends than PLFIX: VSMPX (1.20) vs PLFIX (1.10). PLFIX was incepted earlier than VSMPX: PLFIX (24 years) vs VSMPX (10 years). PLFIX (0.11) is less costly to investors than VSMPX (0.02). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VSMPX (2.00). PLFIX has a lower initial minimum investment than VSMPX: PLFIX (0) vs VSMPX (100000000). VSMPX (16.53) and PLFIX (16.31) have marching annual gain over last year. VSMPX return over 5 years is better than : 86.39 vs. PLFIX (59.72).
| PLFIX | VSMPX | PLFIX / VSMPX | |
| Total Expense Ratio | 0.11 | 0.02 | 550% |
| Annual Report Gross Expense Ratio | 0.11 | 0.02 | 550% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 10.774 | 9.572 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 1.91T | 1% |
| Annual Yield % from dividends | 1.10 | 1.20 | 92% |
| Returns for 1 year | 16.31 | 16.53 | 99% |
| Returns for 3 years | 45.66 | 47.25 | 97% |
| Returns for 5 years | 59.72 | 86.39 | 69% |
| Returns for 10 years | 144.85 | 194.33 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement